Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So, keep checking in. We’re glad to have you reading along.
Please feel free to contact us if you would like to have us write something on a topic important to you.
Weekly Market Insights: Economy Slows; Stocks Retreat
On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April. The Dow Jones Industrial Average declined 2.47%, while the Standard & Poor’s 500 tumbled 3.27%....
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Estate Taxes May Be Amended Soon
To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.One of the proposals would reduce the estate tax exemption to...
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Estate Taxes May Be Amended Soon
To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.One of the proposals would reduce the estate tax exemption to...
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COLA Increase Announced for Social Security
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This...
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Chinese Stocks Under Pressure
With overseas investments, we remind people that, “international markets carry additional risks, which include differences in financial reporting standards, currency exchange rates, political risk, foreign taxes and regulations...
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The Quiet Fall in Bond Yields
With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months.The yield on the 10-year treasury closed at 1.37% on Friday,...
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Weekly Market Insights: Markets Overcome Delta Variant Reports
Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...
Read MoreA Note About Inflation
As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...
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Baseball’s 300 Million Dollar Players
The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8...
Read MoreIs Your Retirement Account as Large as it Could Be?
When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...
Read MoreWhere should you put your money? It depends.
Clients and friends ask all the time where they should put their money. That’s a great question, and it would be even better if there were a one-size-fits-all answer. Unfortunately, though, market performance is fickle. The same...
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Going on a Safari?
If you were planning the vacation of a lifetime, say an African Safari, would you just buy a plane ticket and hope for the best? No, you would not. Why? Because such a once in a lifetime experience requires planning. It requires...
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Life Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
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Should you offer a retirement plan?
As an entrepreneur, you may have spent years learning your craft, developing your abilities and growing your business. In fact, it’s probably fair to say that by now, you’re an expert! But unless your business specializes in business...
Read MoreHaven’t Filed Your Taxes Yet? Don’t Worry!
Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes! The Treasury Department and Internal Revenue Service has announced that...
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5 Ways to Stay Confident in Retirement
Contact us for copy he of the 5 Ways to Stay Confident in Retirement
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Being Cheap May Be the Most Expensive Mistake You Ever Make!
We all love a good deal. We all love free stuff. But remember the adage: "You get what you pay for!" Reach us here: Contact Page
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Weekly Market Insights: Rising Bond Yields Diminish Stocks
Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower. The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined 2...
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Newly Announced IRS Retirement Plan Limits for 2021
Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year. For...
Read MoreDo Not Make This COMMON Retirement Mistake!
Do Not Make This COMMON Retirement Mistake! Going for growth is important BUT IT IS NOT THE ONLY thing you should do!
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Where should you put your money? It depends.
Clients and friends ask all the time where they should put their money. That’s a great question, and it would be even better if there were a one-size-fits-all answer. Unfortunately, though, market performance is fickle. The same...
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GameStop: Modern Day David vs. Goliath
Chances are you’ve caught wind of recent market news involving Wall Street traders, GameStop, Reddit & Robinhood. Clients have reached out to us wondering if any of the related market volatility could impact their portfolios....
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February Market Matters
Though the U.S. still leads the global tally with over 25% of all confirmed COVID -19 cases, new daily case numbers are down as vaccinations ramp up to nearly one million doses being delivered per day. With a narrowly approved budget...
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Handling Market Volatility with Confidence
Investing in 2019 was fairly easy. The Standard & Poor’s 500 Index (S&P) returned nearly 28% for the year with only a few bumps along the way. Today, however, we're faced with a very different market. More and more uncertainties...
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2021 Off to a Fast Start
The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and...
Read MorePhil Blancato Market Update Call
We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...
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2021 Tips for Cyber Security
As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...
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